RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$1.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.21M

Top Sells

1
+$1.82M
2
+$413K
3
+$376K
4
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$354K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$326K

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$506 ﹤0.01%
31
1152
$506 ﹤0.01%
4
1153
$505 ﹤0.01%
+71
1154
$505 ﹤0.01%
+32
1155
$504 ﹤0.01%
9
-9
1156
$502 ﹤0.01%
+43
1157
$500 ﹤0.01%
8
-10
1158
$499 ﹤0.01%
21
-1
1159
$498 ﹤0.01%
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1160
$498 ﹤0.01%
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1161
$497 ﹤0.01%
+3
1162
$495 ﹤0.01%
+5
1163
$494 ﹤0.01%
8
+1
1164
$493 ﹤0.01%
+12
1165
$492 ﹤0.01%
+15
1166
$492 ﹤0.01%
+5
1167
$491 ﹤0.01%
2
-1
1168
$490 ﹤0.01%
26
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1169
$489 ﹤0.01%
133
-1
1170
$489 ﹤0.01%
+2
1171
$488 ﹤0.01%
+15
1172
$487 ﹤0.01%
+1
1173
$487 ﹤0.01%
260
+120
1174
$487 ﹤0.01%
+43
1175
$485 ﹤0.01%
+564
45 46
47
48 49